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OPTIMUM INVESTMENT ADVISORS: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPTIMUM INVESTMENT ADVISORS on AMZN, newest first. How the timeline and the estimate are built.

OPTIMUM INVESTMENT ADVISORS held 19,113 AMZN shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,113 shares
    Change vs previous 13F +462 shares

    1.67% of the 13F portfolio, value $4,196,641.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 18,651 shares
    Change vs previous 13F +100 shares

    1.78% of the 13F portfolio, value $4,091,843.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 18,551 shares
    Change vs previous 13F -135 shares

    1.66% of the 13F portfolio, value $3,529,513.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 18,686 shares
    Change vs previous 13F +463 shares

    1.81% of the 13F portfolio, value $4,099,522.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 18,223 shares
    Change vs previous 13F +813 shares

    1.47% of the 13F portfolio, value $3,395,492.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 17,410 shares
    Change vs previous 13F +570 shares

    1.51% of the 13F portfolio, value $3,364,483.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 16,840 shares
    Change vs previous 13F +750 shares

    1.4% of the 13F portfolio, value $3,037,599.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 16,090 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,444,715.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).